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Aaron Laranetto

Rfg Advisory, LLC

Long Beach, NY

Pittsford, NY

Vestavia Hills, AL

CRD 7122027

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Employer firm

Rfg Advisory, LLC CRD 158401

$7.97B regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Rfg Advisory, Llc

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-26
NY RA APPROVED 2022-08-26
TX RA APPROVED 2022-08-18
  • FL RA
    APPROVED
    Since 2024-07-26
  • NY RA
    APPROVED
    Since 2022-08-26
  • TX RA
    APPROVED
    Since 2022-08-18

Branch Locations

Long Beach, NY • United States

1169 Pittsford-Victor Road, Suite 120, Pittsford, NY 14534 • United States

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Temple University Philadelphia PA 06/2018 05/2019
Axa Advisors, Llc New York NY 06/2019 06/2020
Fidelity Brokerage Services Llc Boca Raton FL 06/2020 11/2021
American Portfolios Financial Services, Inc. Boca Raton FL 11/2021 08/2022
American Portfolios Advisors, Inc. Boca Raton FL 11/2021 08/2022
Rfg Advisory, Llc Dba Sixpoint Financial Partners New York NY 08/2022 Present
Fidelity Personal And Workplace Advisors Boca Rato FL 06/2020 11/2021
Florida Atlantic University Boca Raton FL 08/2015 05/2018
  • 06/2018 → 05/2019
    Temple University
    Philadelphia, PA
  • 06/2019 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 06/2020 → 11/2021
    Fidelity Brokerage Services Llc
    Boca Raton, FL
  • 11/2021 → 08/2022
    American Portfolios Financial Services, Inc.
    Boca Raton, FL
  • 11/2021 → 08/2022
    American Portfolios Advisors, Inc.
    Boca Raton, FL
  • 08/2022 → Present
    Rfg Advisory, Llc Dba Sixpoint Financial Partners
    New York, NY
  • 06/2020 → 11/2021
    Fidelity Personal And Workplace Advisors
    Boca Rato, FL
  • 08/2015 → 05/2018
    Florida Atlantic University
    Boca Raton, FL
Previous Registrations
  • 2021-11-29 → 2022-08-19
    American Portfolios Advisors, Inc
    Boca Raton, FL
    Holbrook, NY
  • 2020-06-25 → 2021-12-10
    Fidelity Personal And Workplace Advisors
    Boca Raton, FL
  • 2019-06-18 → 2020-06-09
    New York, NY
Other Businesses

SIXPOINT FINANCIAL PARTNERS - INVESTMENT-RELATED - 1169 PITTSFORD-VICTOR ROAD, SUITE 120, PITTSFORD, NY 14534 - NATURE OF BUSINESS: INVESTMENT ADVISORY DBA; DEVOTES 160 HOURS/MONTH DURING SECURITIES TRADING HOURS. START DATE: 11/29/2021.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-06
  • S66 Uniform Combined State Law Examination
    2019-04-06
Other Names
  • Aaron Laranetto
  • Aaron Mitchell Laranetto

View on SEC IAPD

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